Amanda Safi
Vice President
Amanda helps develop and manage a comprehensive financial plan that meets individual client goals and situations. She serves as a point of contact for clients and her responsibilities include portfolio rebalancing, trade implementation, portfolio liquidity monitoring and management, and performance report preparation.
Her certificates, memberships and offices include:
- Chartered Financial Analyst®
- Member, CFA® Institute in Dallas
Prior to joining AlTi, Amanda worked as an investment analyst at Silverado Interests, a boutique real estate investment firm in Dallas. Outside of Tiedemann, Amanda volunteers as a financial coach with Interfaith Family Services, an organization working to empower families facing homelessness to break the cycle of poverty. Amanda earned her MBA from TCU and her BBA from the University of Oklahoma.